5/3/2024 | Whittier Trust Co. of Nevada Inc. | 151,992 | $1.20M | 0.0% | -4.5% | 0.000% | |
5/3/2024 | Whittier Trust Co. | 92,143 | $730K | 0.0% | -14.3% | 0.000% | |
5/2/2024 | Summit Financial Wealth Advisors LLC | 53,606 | $425K | 0.1% | -16.5% | 0.000% | |
4/29/2024 | Commonwealth Equity Services LLC | 197,490 | $1.56M | 0.0% | -3.2% | 0.000% | |
2/29/2024 | Tortoise Investment Management LLC | 132,172 | $1.02M | 0.1% | -27.2% | 0.000% | |
2/15/2024 | Bulldog Investors LLP | 52,697 | $391K | 0.1% | +8.4% | 0.000% | |
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2/13/2024 | 1607 Capital Partners LLC | 1,363,762 | $10.50M | 0.7% | -0.6% | 0.000% | |
2/12/2024 | Sar Wealth Management Group LLC | 34,740 | $267K | 0.3% | N/A | 0.000% | |
2/9/2024 | ProVise Management Group LLC | 13,750 | $106K | 0.0% | -46.6% | 0.000% | |
2/8/2024 | Tortoise Investment Management LLC | 128,802 | $1.01M | 0.1% | -29.0% | 0.000% | |
2/8/2024 | Rock Point Advisors LLC | 68,550 | $528K | 0.2% | -17.6% | 0.000% | |
2/1/2024 | Wolverine Asset Management LLC | 5,000 | $38K | 0.0% | +108.1% | 0.000% | |
1/23/2024 | StrategIQ Financial Group LLC | 84,900 | $654K | 0.1% | +5.7% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 21,292 | $164K | 0.0% | -15.3% | 0.000% | |
1/16/2024 | Raymond James & Associates | 36,373 | $280K | 0.0% | +111.4% | 0.000% | |
1/11/2024 | Whittier Trust Co. of Nevada Inc. | 159,135 | $1.23M | 0.0% | -20.8% | 0.000% | |
1/11/2024 | Whittier Trust Co. | 107,557 | $828K | 0.0% | -21.4% | 0.000% | |
11/21/2023 | Almitas Capital LLC | 56,603 | $405K | 0.2% | -13.5% | 0.000% | |
11/14/2023 | AQR Arbitrage LLC | 93,622 | $670K | 0.0% | +55.7% | 0.000% | |
11/14/2023 | Saba Capital Management L.P. | 1,050,901 | $7.52M | 0.2% | +20.2% | 0.000% | |
11/14/2023 | Summit Financial Wealth Advisors LLC | 64,206 | $467K | 0.1% | -10.7% | 0.000% | |
11/13/2023 | PNC Financial Services Group Inc. | 5,108 | $37K | 0.0% | -56.2% | 0.000% | |
11/8/2023 | Fort Point Capital Partners LLC | 16,288 | $117K | 0.0% | N/A | 0.000% | |
10/27/2023 | Whittier Trust Co. of Nevada Inc. | 200,830 | $1.44M | 0.1% | -11.7% | 0.000% | |
10/27/2023 | Whittier Trust Co. | 136,875 | $980K | 0.0% | -19.7% | 0.000% | |
10/26/2023 | Advisor Partners II LLC | 62,979 | $451K | 0.0% | N/A | 0.000% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 29,896 | $214K | 0.0% | -14.3% | 0.000% | |
8/15/2023 | Bulldog Investors LLP | 23,832 | $182K | 0.1% | +51.8% | 0.000% | |
8/11/2023 | Almitas Capital LLC | 65,425 | $503K | 0.2% | +16.9% | 0.000% | |
8/10/2023 | Commonwealth Equity Services LLC | 236,877 | $1.81M | 0.0% | +1.3% | 0.000% | |
8/9/2023 | Robinson Capital Management LLC | 87,550 | $673K | 0.3% | -2.3% | 0.000% | |
8/3/2023 | Aquire Wealth Advisors LLC | 19,660 | $150K | 0.1% | -50.0% | 0.000% | |
7/31/2023 | LPL Financial LLC | 187,716 | $1.43M | 0.0% | -14.1% | 0.000% | |
7/31/2023 | Integrated Capital Management Inc. | 17,381 | $132K | 0.1% | -55.5% | 0.000% | |
7/18/2023 | Melfa Wealth Management LLC | 22,747 | $173K | 0.2% | -8.7% | 0.000% | |
7/17/2023 | Wealthcare Advisory Partners LLC | 23,900 | $182K | 0.0% | -28.1% | 0.000% | |
7/14/2023 | Park Avenue Securities LLC | 92,680 | $706K | 0.0% | -6.5% | 0.000% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 34,892 | $266K | 0.0% | -13.7% | 0.000% | |
7/12/2023 | Summit Financial Wealth Advisors LLC | 71,906 | $548K | 0.1% | +7.2% | 0.000% | |
5/18/2023 | SkyView Investment Advisors LLC | 95,475 | $755K | 0.2% | N/A | 0.000% | |
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5/10/2023 | Rock Point Advisors LLC | 83,101 | $657K | 0.2% | +3.6% | 0.000% | |
5/10/2023 | Robinson Capital Management LLC | 89,620 | $694K | 0.3% | -52.1% | 0.000% | |
5/9/2023 | Tortoise Investment Management LLC | 196,602 | $1.55M | 0.2% | -1.6% | 0.000% | |
5/9/2023 | US Bancorp DE | 7,000 | $55K | 0.0% | +1,230.8% | 0.000% | |
5/4/2023 | Wealthcare Advisory Partners LLC | 33,220 | $263K | 0.0% | +12.3% | 0.000% | |
5/1/2023 | Aquire Wealth Advisors LLC | 39,320 | $156K | 0.1% | +100.0% | 0.000% | |
4/26/2023 | Integrated Capital Management Inc. | 39,042 | $149K | 0.1% | +128.5% | 0.000% | |
4/21/2023 | Whittier Trust Co. of Nevada Inc. | 249,125 | $1.97M | 0.1% | -32.9% | 0.000% | |
4/21/2023 | Whittier Trust Co. | 182,678 | $1.44M | 0.0% | -3.4% | 0.000% | |
4/20/2023 | StrategIQ Financial Group LLC | 83,522 | $660K | 0.1% | -2.3% | 0.000% | |
4/18/2023 | Connecticut Wealth Management LLC | 13,600 | $108K | 0.0% | N/A | 0.000% | |
4/18/2023 | Park Avenue Securities LLC | 99,162 | $784K | 0.0% | -8.0% | 0.000% | |
4/14/2023 | Raymond James & Associates | 16,074 | $127K | 0.0% | -16.3% | 0.000% | |
4/10/2023 | Summit Financial Wealth Advisors LLC | 67,106 | $531K | 0.1% | -2.1% | 0.000% | |
2/15/2023 | Almitas Capital LLC | 111,237 | $844K | 0.4% | +2,235.9% | 0.000% | |
2/13/2023 | Wealthcare Advisory Partners LLC | 29,570 | $224K | 0.0% | -18.2% | 0.000% | |
2/10/2023 | ProVise Management Group LLC | 25,750 | $195K | 0.0% | -17.6% | 0.000% | |
2/9/2023 | Landscape Capital Management L.L.C. | 10,866 | $82K | 0.0% | N/A | 0.000% | |
2/9/2023 | Mercer Global Advisors Inc. ADV | 33,433 | $254K | 0.0% | -16.3% | 0.000% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 40,754 | $309K | 0.0% | +186.9% | 0.000% | |
2/7/2023 | Commonwealth Equity Services LLC | 236,449 | $1.79M | 0.0% | -6.9% | 0.000% | |
2/7/2023 | Envestnet Asset Management Inc. | 145,525 | $1.11M | 0.0% | -5.5% | 0.000% | |
2/3/2023 | Tortoise Investment Management LLC | 199,873 | $1.52M | 0.3% | +918.7% | 0.000% | |
2/1/2023 | Wolverine Asset Management LLC | 75,891 | $576K | 0.0% | -8.9% | 0.000% | |
1/31/2023 | Melfa Wealth Management LLC | 24,895 | $189K | 0.2% | N/A | 0.000% | |
1/31/2023 | Narwhal Capital Management | 11,692 | $89K | 0.0% | -34.0% | 0.000% | |
1/25/2023 | Whittier Trust Co. of Nevada Inc. | 371,509 | $2.82M | 0.1% | -14.4% | 0.000% | |
1/25/2023 | Whittier Trust Co. | 189,118 | $1.44M | 0.0% | -22.1% | 0.000% | |
1/24/2023 | Park Avenue Securities LLC | 107,817 | $818K | 0.0% | -1.2% | 0.000% | |
1/17/2023 | Summit Financial Wealth Advisors LLC | 68,556 | $520K | 0.1% | -5.5% | 0.000% | |
1/13/2023 | StrategIQ Financial Group LLC | 85,512 | $649K | 0.1% | -13.8% | 0.000% | |
11/15/2022 | Karpus Management Inc. | 589,695 | $4.33M | 0.2% | -1.5% | 0.000% | |
11/15/2022 | Logan Stone Capital LLC | 74,698 | $549K | 0.4% | +207.8% | 0.000% | |
11/15/2022 | 1607 Capital Partners LLC | 1,390,346 | $10.22M | 0.8% | +1.4% | 0.000% | |
11/14/2022 | Almitas Capital LLC | 4,762 | $35K | 0.0% | -78.0% | 0.000% | |
11/14/2022 | Mariner Investment Group LLC | 63,899 | $470K | 0.5% | +53.3% | 0.000% | |
11/10/2022 | Rock Point Advisors LLC | 81,450 | $599K | 0.2% | +55.1% | 0.000% | |
11/10/2022 | Wolverine Asset Management LLC | 83,335 | $612K | 0.0% | N/A | 0.000% | |
11/8/2022 | Robinson Capital Management LLC | 125,551 | $932K | 0.7% | +19.3% | 0.000% | |
11/1/2022 | Park Avenue Securities LLC | 109,098 | $802K | 0.0% | -2.8% | 0.000% | |
10/28/2022 | Summit Financial Wealth Advisors LLC | 72,556 | $522K | 0.1% | +7.1% | 0.000% | |
10/26/2022 | Allspring Global Investments Holdings LLC | 300,075 | $2.21M | 0.0% | +0.9% | 0.000% | |
10/25/2022 | Raymond James & Associates | 28,041 | $206K | 0.0% | +5.8% | 0.000% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 39,095 | $287K | 0.0% | -12.5% | 0.000% | |
10/21/2022 | Whittier Trust Co. of Nevada Inc. | 434,242 | $3.19M | 0.1% | +6.2% | 0.000% | |
10/21/2022 | Whittier Trust Co. | 242,724 | $1.78M | 0.0% | +1.6% | 0.000% | |
10/21/2022 | StrategIQ Financial Group LLC | 99,174 | $729K | 0.1% | -2.0% | 0.000% | |
8/15/2022 | Karpus Management Inc. | 598,475 | $4.82M | 0.2% | -6.8% | 0.000% | |
8/13/2022 | Mariner Investment Group LLC | 41,687 | $336K | 0.4% | N/A | 0.000% | |
8/10/2022 | Fiera Capital Corp | 154,218 | $1.24M | 0.0% | +4.9% | 0.000% | |
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8/10/2022 | Rock Point Advisors LLC | 52,500 | $423K | 0.1% | +16.0% | 0.000% | |
8/4/2022 | Northwestern Mutual Wealth Management Co. | 3,470 | $28K | 0.0% | N/A | 0.000% | |
8/3/2022 | Envestnet Asset Management Inc. | 155,874 | $1.26M | 0.0% | -8.9% | 0.000% | |
8/1/2022 | Narwhal Capital Management | 18,031 | $145K | 0.0% | -16.1% | 0.000% | |
7/28/2022 | Whittier Trust Co. of Nevada Inc. | 408,715 | $3.29M | 0.1% | -1.3% | 0.000% | |
7/28/2022 | Whittier Trust Co. | 238,961 | $1.93M | 0.0% | -4.6% | 0.000% | |
7/27/2022 | Park Avenue Securities LLC | 112,215 | $904K | 0.0% | +2.6% | 0.000% | |
7/27/2022 | Hightower 6M Holding LLC | 17,202 | $139K | 0.0% | +16.1% | 0.000% | |
7/27/2022 | StrategIQ Financial Group LLC | 101,160 | $815K | 0.1% | +3.2% | 0.000% | |
7/26/2022 | Summit Financial Wealth Advisors LLC | 67,756 | $549K | 0.1% | -2.9% | 0.000% | |